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1-To-Many - 4. Automation Set Up

This article guides users on configuring automation after a lead finishes the Presentation Close step. It covers how to access the Automation tab in the funnel, set up triggers (like form submissions), define actions (such as sending emails or tagging leads), and save the automation. However, the current version lacks structure, examples, and visual aids, which can make it harder for beginners to follow.

Ferdinand Callueng·July 8, 2026

STEP-BY-STEP TUTORIAL

Step 1 :  Navigate to the Automation > At the top of Workflow Dashboard.

Step 2 : Click the Create Folder > Label the folder with your Landing page name to make it easier to find later > Click Create.

How to Clone the Workflows

 

Step 1 : Click theWorkflow you want to clone > Click the 3 little dot Icon

Step 2 :Click the Duplicate Workflow > Then Create.

Step 3 :Then if you want to move the Workflow to the Folder you create > Click the Move Folder >

Search for the newly created folder by typing it's name > Click Move.

How To Edit Emails For Each Workflow

 

Step 1 : Click the Workflow you want to Edit .

Step 2 : On the Workflow Editor Page > Click the Email Icon > An Editor Menu will pop up on your right.

Step 3 : Fill in the From Name and From Email Field.

Step 4 : Began to replace all the texts that is in the [square bracket] placeholder.

Step 5 :Once you've replaced all the placeholders, click Save Action.

Step 6 : Repeat the process for all the Emails in the Workflow.

Step 7 : Do not Forget to Click the Save Button.

Connect Each Workflow To Different Action

 

Step 1 : Scroll up to the top of the workflow editor.

Step 2 :  Click the Trigger Action > Choose the Opt-in form to connect with the workflow >

Type form name to search for it > Click the Save Trigger.

Step 3 : Save Workfow

Step 4 : Click the Back To Workflows > Repeat All Steps for other workflows.

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